Investment adviser · CRD 156109
AVALAN, LLC
Investment adviser filing (IA)
SANTA BARBARA, CA, United States · Form ADV filed Mar 17, 2026
- Regulatory AUM
- $622M Form ADV · Item 5.F
- Client accounts
- 768 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 121 | $352,452,000 | 56.7% |
| Retirement plans | 35 | $90,175,000 | 14.5% |
| Individuals | 144 | $72,800,000 | 11.7% |
| Other clients | 13 | $47,100,000 | 7.6% |
| Charities | 6 | $31,500,000 | 5.1% |
| Insurance companies | Fewer than 5 | $27,800,000 | 4.5% |
Filing source
Form ADV 2075319 · Mar 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
AVALAN OPPORTUNITY FUND I, LLCPrivate Equity Fund · Last reported Mar 17, 2026$800KGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7939101603
- Reported beneficial owners
- 8
- Minimum commitment
- $25K
Form ADV 2075319 · Mar 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
233 E CARILLO, SUITE BSANTA BARBARA, CA, 93101, United States
CRD 156109
Filing source
Form ADV 2075319 · Mar 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.